Supply constraints are pushing truckload rates to cycle highs, according to data from Cass Information Systems.

Executives at J.B. Hunt Transport Services said at an investor conference this week that truckload rates are likely to increase 20% over the next two years as carriers restore margins.

The board at FedEx has formally greenlit the spinoff of its freight division.

Hub Group said Tuesday that the scope of a previously identified accounting error has necessitated the restatement of financial results for additional periods.

Third-party logistics provider Radiant Logistics beat quarterly expectations on Monday.

Forward Air’s stock was off more than 40% on Friday after it said it may lose a large customer and that a take-private bid for its entire enterprise had failed to materialize.

Shippeo announced that it has acquired German supply chain automation company Logward for an undisclosed sum.

Temperature-controlled facility operator Lineage said the market is stabilizing as customer food inventories return to normal levels.

Extreme supply and pricing dynamics persisted across the freight market in April, according to a monthly survey of supply chain managers.

Pamt Corp.’s first-quarter real estate gain helped offset a loss in its core truckload operation.

Schneider National said price renewals are currently at the highest levels since 2021 and that it expects to capture mid- to high-single-digit increases on one-way contracts this year.

Schneider National beat first-quarter expectations and reiterated its full-year earnings outlook.

Self-help initiatives at XPO are being met with better demand, pushing the less-than-truckload carrier’s financial results meaningfully higher.

Less-than-truckload carrier Saia’s margins appear to be turning the corner following a multiyear expansion.

XPO saw improving trends in its less-than-truckload unit during the first quarter, with margin improvement outpacing normal seasonal patterns.

Old Dominion Freight Line said the less-than-truckload demand picture is improving.

Old Dominion Freight Line exceeded first-quarter estimates, noting freight demand improved as the quarter progressed.

Broker Landstar System said Tuesday that the truckload market is in the early stages of an upcycle, noting revenue per load is trending well ahead of normal seasonal patterns.

ArcBest is seeing some positive signs as carriers gain the upper hand in negotiations.

ArcBest beat first-quarter expectations Tuesday before the market opened.

Intermodal marketing company STG Logistics said Monday it plans to soon exit bankruptcy.

Descartes Systems Group acquired driver performance management platform Idelic for $28 million.

Truckload carrier Heartland Express sees improving market fundamentals as a financial tailwind in the back half of this year.

Knight-Swift Transportation said the truckload market has fundamentally shifted with little help from demand.

Knight-Swift Transportation upped its rate expectations for bid season.

Werner Enterprises announced it is deploying more intermodal assets into Mexico.

DQS Solutions & Staffing announced it has acquired Comprehensive Logistics, Inc., further expanding its transportation and logistics platform.

Fastfrate Group announced it has completed its acquisition of international freight forwarder Omnitrans, Inc.

Warehouse operator Prologis said customer leasing intentions are undeterred as energy prices rise and interest rates remain elevated.

Knight-Swift Transportation lowered its first-quarter outlook, citing headwinds from several nonrecurring items during the period.

Management at J.B. Hunt Transport Services pointed to mounting evidence that recent tightening across the truckload market will not be a temporary blip.

Warehouse operator Prologis reported record lease signings in its logistics business during the first quarter.

J.B. Hunt Transport Services beat first-quarter expectations, reporting record volumes in its intermodal segment.

TA Dedicated announced that it has acquired warehousing and distribution provider Triangle Warehouse.

Elevated diesel prices and ongoing yield improvement efforts by less-than-truckload carriers are expected to push rates to new highs in the second quarter.

Monthly data from Cass Information Systems showed a volume recovery could be in store for an already supply-constrained freight market.

Private equity firm STG announced it has acquired less-than-truckload TMS provider Carrier Logistics Inc.

Logistics warehouse operator Prologis announces its second major joint venture this year.

FedEx Freight outlined financial targets and operational initiatives ahead of a June separation from parent FedEx Corp.

The freight market saw capacity and pricing extremes in March unparalleled since the pandemic, according to a monthly query of supply chain executives.

Fuel price hikes and poor weather overhung the first quarter, but supply-side tailwinds along with improving demand could spell the end of earnings degradation for truckload carriers.

The cold storage market is looking to shake off excess capacity and declining food inventory trends.

Echo Global Logistics announced it has completed its acquisition of ITS Logistics, creating a $5.2 billion, full-service supply chain services platform.

Hub Group said it received a deficiency notice from Nasdaq for failing to timely submit 2025 financial results after discovering an accounting error.

FedEx Freight was again a drag on FedEx Corp.’s consolidated results, which came in ahead of expectations.

Logistics REIT Prologis announced Thursday a new $1.6 billion joint venture to develop build-to-suit facilities in the U.S.

Canadian transportation and logistics provider Andy Corp. announced two acquisitions on Wednesday.

Management from J.B. Hunt Transport Services said shipper attitudes are little changed as truck capacity leaves the market and fuel prices surge.

Knight-Swift Transportation has sold its FleetAero assets to Transtex.

Monthly data from Cass Information Systems showed truckload rates continued to climb in February, even as freight volumes remained pressured.

Supply chain SaaS provider Descartes reported another record financial performance as tariff uncertainty pushes the top line higher.

Shares of Forward Air moved sharply lower on Wednesday after a stock market news site reported a full-company sale is “unlikely.”

Redwood Logistics has acquired Stridas, a managed transportation provider, marking its second acquisition in a week.

Third-party logistics provider Fura announced it has acquired fellow Texas-based broker Barton Logistics.

ArcBest’s February update displayed stable results for its less-than-truckload segment, while its outlook for asset-light operations improved.

An update from Old Dominion Freight Line showed volume and revenue declines slowed in February.

Less-than-truckload carrier Saia’s tonnage declines moderated in February, with volumes remaining higher on a two-year-stacked comparison.

February’s Logistics Managers’ Index showed a freight market recovery that is in “full-swing.”

Private equity firm Thoma Bravo agreed to acquire 3PL WWEX Group and merge it with Auctane, a shipping software provider already in its portfolio.

XPO sees tonnage return to positive territory in February.

RXO has launched Middle Mile Solutions, a single-source service connecting the first, middle and last miles of the supply chain.

Cass Information Systems entered into a partnership with Caspian to help U.S. importers better navigate trade compliance and customs refunding.

Truckload carrier Ace Doran announced it has acquired NHH Services’ Equipment for an undisclosed sum.

Cold storage facility operator Lineage sees 2026 as a transition year now that new builds are slowing and inventory drawdowns have passed.

Freight broker RXO said the truckload market is seeing “the biggest structural change” since deregulation in 1980.

Forward Air said it is “nearing the conclusion” of a strategic review, which investors called for following the company’s controversial merger with Omni Logistics.

Capacity attrition and retooled carrier networks could present a challenging bid season for shippers.

Less-than-truckload carrier Averitt announces expansion plans to its terminal network.

J.B. Hunt Transport Services said on Tuesday that demand has been slightly ahead of expectations to start the year.

The Cass Freight Index showed truckload rates advanced again in January even as volumes fell.

Estes Logistics has acquired Pacific Northwest operator Key Trucking for an undisclosed sum.

Truckload carrier Pamt Corp. booked a fifth consecutive net loss on Friday.

Truckload stocks have been on a wild ride after signs of an improving spot market were amplified by positive manufacturing data, and then slightly doused by the threat of AI upheaval.

Less-than-truckload carrier Saia missed fourth-quarter expectations on Tuesday but said the recent period could mark the trough for margins.

Less-than-truckload carrier Saia missed fourth-quarter expectations ahead of the market open on Tuesday.

Radiant Logistics beat fiscal second quarter expectations as customers are “growing increasingly bullish.”

An accounting error at Hub Group has placed its financial statements for the first three quarters of 2025 under review.

Werner Enterprises is taking steps to restore its one-way unit to profitability by reducing the fleet size and eliminating unprofitable freight.

Werner Enterprises has begun restructuring its one-way fleet, a move announced alongside the reporting of its fourth-quarter results, which fell short of expectations.

XPO’s less-than-truckload tonnage was flat in January, breaking an 18-month stretch of declines.

XPO beat fourth-quarter expectations on Thursday.

Allstates WorldCargo adds customs brokerage capabilities by acquiring Promptus.

Less-than-truckload carrier Old Dominion voiced optimism about a potential demand inflection but cautioned that this cycle has been full of false starts.

Old Dominion Freight Line beat fourth-quarter expectations as cost management and yield hikes helped offset volume declines.

Truckload carrier Heartland Express reported another net loss.

The freight market tightened again in January, with transportation prices seeing the fastest growth rate since April 2022.

ArcBest is cutting costs and improving processes as the market looks to shake off a prolonged downturn.

Transportation and logistics provider ArcBest missed fourth-quarter consensus expectations.

Schneider National’s stock was down 16% in after-hours trading on Thursday following a worse-than-expected earnings report.

Logistics real estate operator Prologis said “a new cycle is kicking off” in 2026.

Broker Landstar System’s fourth quarter was negatively impacted by one prior and two recent tragic accidents.

Werner Enterprises announced it has acquired FirstFleet, making it the fifth-largest dedicated truckload provider in the U.S.

Third-party logistics providers accounted for a larger share of the top 100 industrial leases in 2025, according to CBRE Group.

M&A advisory firm Tenney Group is calling for a spike in transportation and logistics deal activity in the fourth quarter.

Freight broker Landstar System will record several accident-related charges in the fourth quarter.

Knight-Swift Transportation outlines a path to margin recovery in 2026 following a fourth quarter that was worse than expected.

Knight-Swift Transportation misses fourth-quarter expectations.

Warehouse operator Prologis said vacancies have already peaked and it now anticipates rents will improve throughout 2026.

Logistics real estate investment trust Prologis reported fourth-quarter results that were in line with analysts’ expectations.

December data from Cass Information Systems showed truckload rates continued to step higher as shipments moved lower.